Analysis of Financial Products
This offers the opportunity to obtain an in-depth analysis of the inner workings and mechanisms of a financial product.
Generally,
this will be in the context of a structured product to assess the
likelihood of the product achieving its target or to explain the price
behaviour during the lifetime of the product.
This service can
also extend into the analysis of a particular investment theme or the
investment style of a specific investment fund.
Risk Profiling
Examining a number of scenarios based on real market returns to understand the risks and opportunities.
Asset Allocation
The process of blending the client's financial needs and requirements.
Account Reviews
The advantage of asking an independent adviser to review a portfolio lies in having an unbiased second opinion on how the client's affairs are currently managed.
Analysis of Financial Products
This offers the opportunity to obtain an in-depth analysis of the inner workings and mechanisms of a financial product.